feat(app): adopt Neo design system and EvilCharts

apps/agent/agent/lib/builder-runtime.ts

@@ -265,7 +265,7 @@ export async function saveBuilderDraft(
 		backend: "eve-default",
 		networkPolicy: "deny-all",
 		credentials: "app-runtime-only",
-		summary: "Isolated sandbox · deny-all network · bounded CRM tools",
+		summary: "Isolated sandbox with deny-all network and bounded CRM tools",
 	};
 	const files = artifactFiles(input, JSON.stringify(manifest, null, 2));
 	for (const file of files) assertSafeArtifact(file.content);
@@ -1009,5 +1009,5 @@ function scopeSummary(
 		(resource) => resource.kind !== "integration",
 	);
 	if (recordScope === "WORKSPACE") return "Workspace CRM records";
-	return records.map((resource) => resource.label).join(" · ");
+	return records.map((resource) => resource.label).join(", ");
 }

apps/agent/agent/tools/write_brief.ts

@@ -26,7 +26,7 @@ export default defineTool({
 			currentRole: z
 				.string()
 				.optional()
-				.describe('e.g. "CEO & Co-founder · Comp AI"'),
+				.describe('e.g. "CEO and Co-founder at Comp AI"'),
 			tenure: z.string().optional().describe('e.g. "2 yrs 3 mos"'),
 			previousRoles: z.array(z.string()).optional(),
 			seniority: z.string().optional().describe('e.g. "Founder / C-level"'),

apps/api/package.json

@@ -37,7 +37,7 @@
 		"@nestjs/swagger": "^11.4.7",
 		"@thallesp/nestjs-better-auth": "^2.8.0",
 		"@trpc/server": "^11.18.0",
-		"better-auth": "1.6.33",
+		"better-auth": "1.7.7",
 		"cache-manager": "^7.2.9",
 		"class-transformer": "^0.5.1",
 		"class-validator": "^0.15.1",

apps/api/src/activities/activities.contracts.ts

@@ -72,7 +72,7 @@ export const activityCreateInput = z
 	.refine(
 		(input) => input.type !== ActivityType.TASK || Boolean(input.subject),
 		{
-			message: "A task needs a subject — it is the thing to do.",
+			message: "A task needs a subject. It is the thing to do.",
 			path: ["subject"],
 		},
 	);
@@ -82,7 +82,7 @@ export type ActivityCreateInput = z.infer<typeof activityCreateInput>;
 export const activityUpdateInput = z.object({
 	id: z.string(),
 	subject: z.string().trim().min(1, {
-		message: "A task needs a subject — it is the thing to do.",
+		message: "A task needs a subject. It is the thing to do.",
 	}),
 	dueAt: taskDueDayInput.nullable(),
 });

apps/api/src/backfill/backfill.service.ts

@@ -155,15 +155,15 @@ export class BackfillService implements OnModuleInit {
 
 		const brand = await this.agent.backfill({
 			kind: "brand",
-			reason: "Backfill — this company has no logo or icon",
+			reason: "Backfill: this company has no logo or icon",
 			companyIds,
 			budget: 2,
 			priority: PRIORITY.brand,
 		});
 
 		const profile = await this.agent.backfill({
 			kind: "company-profile",
-			reason: "Backfill — this company was never successfully looked up",
+			reason: "Backfill: this company was never successfully looked up",
 			companyIds: rows.map((row) => row.id),
 		});
 
@@ -196,7 +196,7 @@ export class BackfillService implements OnModuleInit {
 
 		const photos = await this.agent.backfill({
 			kind: "portrait",
-			reason: "Backfill — somewhere to look for a picture, and no picture",
+			reason: "Backfill: somewhere to look for a picture, and no picture",
 			contactIds: photoRows.map((row) => row.id),
 			budget: 1,
 			priority: PRIORITY.portrait,
@@ -218,7 +218,7 @@ export class BackfillService implements OnModuleInit {
 
 		const research = await this.agent.backfill({
 			kind: "identify",
-			reason: "Backfill — this contact was never researched",
+			reason: "Backfill: this contact was never researched",
 			contactIds: researchRows.map((row) => row.id),
 		});
 

apps/api/src/companies/companies.contracts.ts

@@ -218,6 +218,12 @@ export const companyDetailOutput = z.object({
 	primaryContactId: z.string().nullable(),
 	primaryContact: companyDetailPrimaryContactOutput.nullable(),
 	reportingCurrency: z.string(),
+	openPipeline: z.object({
+		count: z.number().int().nonnegative(),
+		totalCents: z.number().nullable(),
+		unconverted: z.number().int().nonnegative(),
+		nextClose: z.string().nullable(),
+	}),
 	deals: z.array(companyDetailDealOutput),
 });
 

apps/api/src/companies/companies.service.ts

@@ -161,6 +161,7 @@ export class CompaniesService {
 	}
 
 	async byId(id: string) {
+		const reportingCurrency = await this.conversion.reportingCurrency();
 		const company = await this.db.company.findUnique({
 			where: { id },
 			select: {
@@ -226,6 +227,7 @@ export class CompaniesService {
 						amount: true,
 						currency: true,
 						baseAmount: true,
+						baseCurrency: true,
 						expectedCloseDate: true,
 						owner: { select: OWNER_SELECT },
 					},
@@ -237,6 +239,30 @@ export class CompaniesService {
 			throw new NotFoundException(`No company with id ${id}.`);
 		}
 
+		const openWhere: Prisma.DealWhereInput = {
+			companyId: id,
+			archivedAt: null,
+			stage: { in: [...OPEN_DEAL_STAGES] },
+		};
+		const [openDeals, openValue, unconverted] = await Promise.all([
+			this.db.deal.aggregate({
+				where: openWhere,
+				_count: { _all: true },
+				_min: { expectedCloseDate: true },
+			}),
+			this.db.deal.aggregate({
+				where: {
+					AND: [openWhere, this.conversion.countedWhere(reportingCurrency)],
+				},
+				_sum: { baseAmount: true },
+			}),
+			this.db.deal.count({
+				where: {
+					AND: [openWhere, this.conversion.pendingWhere(reportingCurrency)],
+				},
+			}),
+		]);
+
 		const {
 			deals,
 			primaryContact,
@@ -255,13 +281,23 @@ export class CompaniesService {
 			enrichedAt: enrichedAt?.toISOString() ?? null,
 			primaryContactId: primaryContact?.id ?? null,
 			primaryContact,
-			reportingCurrency: await this.conversion.reportingCurrency(),
+			reportingCurrency,
+			openPipeline: {
+				count: openDeals._count._all,
+				totalCents: toCents(openValue._sum.baseAmount),
+				unconverted,
+				nextClose: openDeals._min.expectedCloseDate?.toISOString() ?? null,
+			},
 			deals: deals.map((deal) => ({
 				...deal,
 				amount: undefined,
 				baseAmount: undefined,
+				baseCurrency: undefined,
 				amountCents: toCents(deal.amount),
-				baseAmountCents: toCents(deal.baseAmount),
+				baseAmountCents:
+					deal.baseCurrency === reportingCurrency
+						? toCents(deal.baseAmount)
+						: null,
 				expectedCloseDate: deal.expectedCloseDate?.toISOString() ?? null,
 			})),
 		};
@@ -474,7 +510,7 @@ export class CompaniesService {
 			const domain = normalizeDomain(input.domain);
 			if (input.domain.trim() && !domain) {
 				throw new BadRequestException(
-					`"${input.domain}" is not a domain — try something like "stripe.com".`,
+					`"${input.domain}" is not a domain. Try something like "stripe.com".`,
 				);
 			}
 			data.domain = domain;
@@ -507,7 +543,7 @@ export class CompaniesService {
 			if (data.enrichmentStatus === "PENDING") {
 				await this.agent.companyCreated(
 					id,
-					"Domain changed — anything we knew was about a different company",
+					"Domain changed. Anything we knew was about a different company",
 				);
 				void this.favicon.backfill(id, updated.domain);
 			}
@@ -713,7 +749,7 @@ export class CompaniesService {
 
 		if (!company.domain) {
 			throw new BadRequestException(
-				"There is nothing to read without a domain — add one first.",
+				"There is nothing to read without a domain. Add one first.",
 			);
 		}
 

apps/api/src/companies/company-directory.service.ts

@@ -47,7 +47,7 @@ export class CompanyDirectoryService {
 
 		await this.agent.companyCreated(
 			outcome.id,
-			`Created from an email domain (${domain}) — it has no name but the domain`,
+			`Created from an email domain (${domain}). It has no name but the domain`,
 		);
 
 		this.logger.log({

apps/api/src/contacts/contacts.service.ts

@@ -684,7 +684,7 @@ export class ContactsService {
 		const queued = await this.agent.contactCreated(
 			id,
 			contact.linkedinUrl && !contact.imageUrl
-				? "A rep asked for a fresh look — they have a LinkedIn profile on file but no picture"
+				? "A rep asked for a fresh look. They have a LinkedIn profile on file but no picture"
 				: "A rep asked for a fresh look",
 			true,
 		);

apps/api/src/crm/bulk.ts

@@ -8,7 +8,7 @@ export const bulkIdsInput = z.object({
 	ids: z
 		.array(z.string())
 		.min(1, "Nothing was selected.")
-		.max(MAX_BULK_IDS, "Too many records at once — select a page at a time."),
+		.max(MAX_BULK_IDS, "Too many records at once. Select a page at a time."),
 });
 
 export type BulkResult = {

apps/api/src/currency/currency.service.ts

@@ -150,7 +150,7 @@ export class CurrencyService {
 
 		if (quoteCurrency === baseCurrency) {
 			throw new BadRequestException(
-				`${baseCurrency} is the reporting currency — its rate is always 1.`,
+				`${baseCurrency} is the reporting currency. Its rate is always 1.`,
 			);
 		}
 

apps/api/src/deals/deals.service.ts

@@ -192,6 +192,7 @@ export class DealsService {
 	}
 
 	async byId(id: string) {
+		const reportingCurrency = await this.conversion.reportingCurrency();
 		const deal = await this.db.deal.findUnique({
 			where: { id },
 			select: {
@@ -203,6 +204,7 @@ export class DealsService {
 				amount: true,
 				currency: true,
 				baseAmount: true,
+				baseCurrency: true,
 				fxRate: true,
 				fxRateAt: true,
 				expectedCloseDate: true,
@@ -227,6 +229,7 @@ export class DealsService {
 			contacts,
 			amount,
 			baseAmount,
+			baseCurrency,
 			fxRate,
 			fxRateAt,
 			archivedAt,
@@ -237,10 +240,17 @@ export class DealsService {
 			...rest,
 			fields: await this.fields.valuesFor("DEAL", id),
 			amountCents: toCents(amount),
-			baseAmountCents: toCents(baseAmount),
-			reportingCurrency: await this.conversion.reportingCurrency(),
-			fxRate: fxRate?.toNumber() ?? null,
-			fxRateAt: fxRateAt?.toISOString() ?? null,
+			baseAmountCents:
+				baseCurrency === reportingCurrency ? toCents(baseAmount) : null,
+			reportingCurrency,
+			fxRate:
+				baseCurrency === reportingCurrency
+					? (fxRate?.toNumber() ?? null)
+					: null,
+			fxRateAt:
+				baseCurrency === reportingCurrency
+					? (fxRateAt?.toISOString() ?? null)
+					: null,
 			stageChangedAt: deal.stageChangedAt.toISOString(),
 			expectedCloseDate: deal.expectedCloseDate?.toISOString() ?? null,
 			closedAt: deal.closedAt?.toISOString() ?? null,
@@ -497,7 +507,7 @@ export class DealsService {
 			}
 			if (LOSING.has(input.stage) && !closedReason) {
 				throw new BadRequestException(
-					"Say why it was lost — a closed-lost deal with no reason teaches nobody anything.",
+					"Say why it was lost. A closed-lost deal with no reason teaches nobody anything.",
 				);
 			}
 
@@ -701,7 +711,7 @@ export class DealsService {
 
 		if (LOSING.has(input.stage) && !closedReason) {
 			throw new BadRequestException(
-				"Say why they were lost — a closed-lost deal with no reason teaches nobody anything.",
+				"Say why they were lost. A closed-lost deal with no reason teaches nobody anything.",
 			);
 		}
 

apps/api/src/google/google-connection.service.ts

@@ -187,7 +187,7 @@ export class GoogleConnectionService {
 		const ours = await this.match.internalIdentity();
 		if (ours.domains.has(normalised)) {
 			throw new NotFoundException(
-				"That is our own domain — it is already excluded.",
+				"That is our own domain. It is already excluded.",
 			);
 		}
 

apps/api/src/mailbox/mailbox-token.service.ts

@@ -72,8 +72,12 @@ export class MailboxTokenService {
 		source: SyncSource,
 	): Promise<TokenResult> {
 		const providerId = PROVIDER_FOR_SOURCE[source];
+		const account = await this.db.account.findFirst({
+			where: { userId, providerId },
+			select: { id: true, scope: true },
+		});
 
-		if (!(await this.isConnected(userId, source))) {
+		if (!account || !parseScopes(account.scope).has(SCOPE_FOR_SOURCE[source])) {
 			return {
 				outcome: "not-connected",
 				reason: `The ${source} scope has not been granted.`,
@@ -82,7 +86,7 @@ export class MailboxTokenService {
 
 		try {
 			const { accessToken } = await auth.api.getAccessToken({
-				body: { providerId, userId },
+				body: { accountId: account.id, userId },
 			});
 
 			if (!accessToken) {

apps/api/src/search/search.service.ts

@@ -1,4 +1,5 @@
 import type { Db } from "@crm/db";
+import { QUICK_SEARCH } from "@crm/validation/search-config";
 import { Injectable } from "@nestjs/common";
 import { InjectDatabase } from "../database/database.constants";
 
@@ -13,15 +14,13 @@ export type SearchHit = {
 	imageUrl: string | null;
 };
 
-const PER_KIND = 5;
-
 @Injectable()
 export class SearchService {
 	constructor(@InjectDatabase() private readonly db: Db) {}
 
 	async quick(q: string): Promise<{ hits: SearchHit[] }> {
 		const term = q.trim();
-		if (term.length < 2) return { hits: [] };
+		if (term.length < QUICK_SEARCH.query.minLength) return { hits: [] };
 
 		const [companies, contacts, deals] = await Promise.all([
 			this.db.company.findMany({
@@ -31,7 +30,7 @@ export class SearchService {
 						{ domain: { contains: term, mode: "insensitive" } },
 					],
 				},
-				take: PER_KIND,
+				take: QUICK_SEARCH.results.perKind,
 				orderBy: { name: "asc" },
 				select: {
 					id: true,
@@ -50,7 +49,7 @@ export class SearchService {
 						{ email: { contains: term, mode: "insensitive" } },
 					],
 				},
-				take: PER_KIND,
+				take: QUICK_SEARCH.results.perKind,
 				orderBy: [{ lastName: "asc" }, { firstName: "asc" }],
 				select: {
 					id: true,
@@ -63,7 +62,7 @@ export class SearchService {
 			}),
 			this.db.deal.findMany({
 				where: { name: { contains: term, mode: "insensitive" } },
-				take: PER_KIND,
+				take: QUICK_SEARCH.results.perKind,
 				orderBy: [{ stage: "asc" }, { name: "asc" }],
 				select: {
 					id: true,

apps/api/src/settings/settings.contracts.ts

@@ -54,8 +54,8 @@ export const setResearchKeyInput = z.object({
 	apiKey: z
 		.string()
 		.trim()
-		.min(8, "That does not look like a Context API key — it is too short.")
-		.max(500, "That does not look like a Context API key — it is too long.")
+		.min(8, "That does not look like a Context API key. It is too short.")
+		.max(500, "That does not look like a Context API key. It is too long.")
 		.refine(
 			(value) => !/\s/.test(value),
 			"An API key has no spaces in it. Paste the whole key on its own.",